Titelia

Fund shareholders of Jefferies Financial Group Inc

ISIN US47233W1099 · United States · LEI 549300HOF34RGOJ5YL07

Fund shareholders
358
Of which ETFs
96 262 other funds
Value held
≈ 2.4B $ 2.4B $ · 436.5M SEK
Share of capital
23.1 % of 204.4M shares on Mar 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 5,596,950279.7M $0.23 %2.74 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,544,447227.1M $0.01 %2.22 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,282,982164.1M $0.09 %1.61 %as of Jun 30, 2026 ↗
FPA Crescent Fund Investment Managers Series Trust III 2,277,248113.8M $0.91 %1.11 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,078,958103.9M $0.15 %1.02 %as of Jun 30, 2026 ↗
Baron Focused Growth Fund BARON SELECT FUNDS 1,930,04496.5M $1.71 %0.94 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,875,53493.7M $0.10 %0.92 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,823,87991.2M $0.31 %0.89 %as of Jun 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 1,006,369393.3M SEK2.53 %0.49 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 912,75548.1M $0.05 %0.45 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 852,84345M $0.11 %0.42 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 827,82541.4M $0.23 %0.40 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 819,31040.9M $0.47 %0.40 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 679,75334M $0.41 %0.33 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 627,63831.4M $0.06 %0.31 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 613,92630.7M $0.39 %0.30 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 609,93933.3M $0.03 %0.30 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 574,40331.4M $0.06 %0.28 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 505,24927.6M $1.64 %0.25 %as of Jul 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 452,73822.6M $0.20 %0.22 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 446,79323.6M $0.16 %0.22 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 419,66422.9M $0.05 %0.21 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 408,32922.3M $0.05 %0.20 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 363,68819.9M $0.05 %0.18 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 339,27817M $0.02 %0.17 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 335,85516.8M $0.42 %0.16 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 335,62118.3M $0.04 %0.16 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 313,88617.1M $0.11 %0.15 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 313,56516.5M $0.01 %0.15 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 263,98013.9M $0.25 %0.13 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 251,82813.3M $0.01 %0.12 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 250,93012.5M $0.47 %0.12 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 250,19513.2M $0.10 %0.12 %as of May 31, 2026 ↗
GoodHaven Fund GoodHaven Funds Trust 242,51212.8M $5.00 %0.12 %as of May 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 239,30012.6M $1.34 %0.12 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 233,15311.7M $0.07 %0.11 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 211,66211.2M $0.21 %0.10 %as of May 29, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 210,58310.5M $0.01 %0.10 %as of Jun 30, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 207,82410.4M $0.78 %0.10 %as of Jun 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 203,26511.1M $0.98 %0.10 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 196,14210.7M $0.05 %0.10 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 177,1168.9M $0.01 %0.09 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 175,7879.6M $0.04 %0.09 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 172,7289.1M $0.01 %0.08 %as of May 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 165,3998.3M $0.22 %0.08 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 161,3448.8M $0.22 %0.08 %as of Jul 31, 2026 ↗
Moerus Worldwide Fund Northern Lights Fund Trust IV 158,9088.4M $3.02 %0.08 %as of May 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 142,3937.1M $0.25 %0.07 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 141,3647.1M $0.03 %0.07 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 140,0597.4M $0.52 %0.07 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 133,1766.7M $0.11 %0.07 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 132,8767.3M $0.01 %0.06 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 132,5886.6M $0.22 %0.06 %as of Jun 30, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 129,5246.8M $0.89 %0.06 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 124,0446.8M $0.01 %0.06 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 121,7986.4M $0.25 %0.06 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 118,1056.2M $0.25 %0.06 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 117,8966.2M $0.02 %0.06 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 115,4395.8M $1.38 %0.06 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 114,0006.2M $0.23 %0.06 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 113,8876.2M $1.67 %0.06 %as of Jul 31, 2026 ↗
AB Large Cap Value Fund AB TRUST 111,9215.6M $1.06 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 108,9015.7M $0.46 %0.05 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 106,9855.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 106,3165.3M $0.22 %0.05 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 103,7995.7M $0.13 %0.05 %as of Jul 31, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 101,5735.5M $0.09 %0.05 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 100,7315.5M $0.01 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 97,8275.2M $0.01 %0.05 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 93,3224.7M $0.01 %0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 90,7725M $0.03 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 88,7694.8M $0.01 %0.04 %as of Jul 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 86,7004.3M $0.04 %0.04 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 86,3864.3M $0.01 %0.04 %as of Jun 30, 2026 ↗
AB Select US Long/Short Portfolio AB CAP FUND, INC. 85,3264.3M $0.29 %0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 83,5884.4M $0.03 %0.04 %as of May 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 82,4354.5M $0.33 %0.04 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 78,0713.9M $0.01 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 76,1773.8M $0.23 %0.04 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 75,9053.8M $0.22 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 73,8403.9M $0.02 %0.04 %as of May 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 73,4693.7M $0.10 %0.04 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 70,0113.8M $0.19 %0.03 %as of Jul 31, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 69,3823.5M $0.62 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 68,8693.8M $0.04 %0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 68,6673.4M $0.01 %0.03 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 64,3453.4M $0.14 %0.03 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 64,3193.5M $0.06 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 63,8533.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 62,5283.4M $0.25 %0.03 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 61,8723.3M $0.01 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 60,3723.3M $0.13 %0.03 %as of Jul 31, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 60,2003.3M $0.03 %0.03 %as of Jul 31, 2026 ↗
Nowo Global Fund Nowo Fund Management AB 59,99923.6M SEK3.78 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 59,8933.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 59,8533M $0.23 %0.03 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 59,4803.2M $0.25 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 58,7262.9M $0.08 %0.03 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 57,2602.9M $0.18 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 56,6352.8M $0.22 %0.03 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BARRETT OPPORTUNITY FUND Segall Bryant & Hamill Trust 5.44 %as of Jun 30, 2026 ↗
GoodHaven Fund GoodHaven Funds Trust 5.00 %as of May 31, 2026 ↗
Nowo Global Fund Nowo Fund Management AB 3.78 %as of Mar 31, 2026 ↗
Moerus Worldwide Fund Northern Lights Fund Trust IV 3.02 %as of May 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 2.55 %as of Jun 30, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 2.53 %as of Mar 31, 2026 ↗
Baron Focused Growth Fund BARON SELECT FUNDS 1.71 %as of Jun 30, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 1.67 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 1.64 %as of Jul 31, 2026 ↗
William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS 1.53 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3354-3446,143,578-2.7 %
2026Q2388-1347,428,125-6.6 %
2026Q1401+550,778,579-5.4 %
2025Q4396-1253,699,913-2.8 %
2025Q3408-1255,254,165-1.2 %
2025Q2420-1455,945,589-6.2 %
2025Q1434+1059,668,590+0.0 %
2024Q4424+2559,651,552-3.7 %
2024Q3399+2161,931,453+1.8 %
2024Q2378+1260,816,940+5.6 %
2024Q1366+157,617,006-5.0 %
2023Q436560,653,396

Institutional managers

541 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.17,555,715724.5M $as of Mar 31, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.9,247,081381.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC5,282,691215.7M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC4,951,027204.3M $as of Mar 31, 2026
STATE STREET CORP4,892,744201.9M $as of Mar 31, 2026
MASSACHUSETTS MUTUAL LIFE INSURANCE CO4,654,362192.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,791,527235M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,046,972125.8M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,825,053116.6M $as of Mar 31, 2026
MORGAN STANLEY2,813,224116.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,666,097110M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.2,617,295108M $as of Mar 31, 2026
First Pacific Advisors, LP2,586,501106.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,905,75175.5M $as of Mar 31, 2026
BARCLAYS PLC1,740,02571.8M $as of Mar 31, 2026
BAMCO INC /NY/1,530,22863.2M $as of Mar 31, 2026
NORTHERN TRUST CORP1,452,07859.9M $as of Mar 31, 2026
Bank of New York Mellon Corp1,404,24858M $as of Mar 31, 2026
Freestone Grove Partners LP1,309,99654.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,230,02950.8M $as of Mar 31, 2026
BECK MACK & OLIVER LLC1,223,10250.5M $as of Mar 31, 2026
Assenagon Asset Management S.A.1,094,16445.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,069,16744.1M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,024,69542.3M $as of Mar 31, 2026
Nuveen, LLC1,018,99342.1M $as of Mar 31, 2026

Funds holding the debt of Jefferies Financial Group Inc

389 funds declare 873 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND3135.7M $as of May 31, 2026
Baird Core Plus Bond Fund6113.1M $as of Jun 30, 2026
American Funds Multi-Sector Income Fund179.2M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND776.7M $as of Jun 30, 2026
PGIM Ultra Short Bond ETF276M $as of May 29, 2026
Loomis Sayles Investment Grade Bond Fund371.8M $as of Jun 30, 2026
Baird Aggregate Bond Fund570.9M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND870.9M $as of Jun 30, 2026
Core Fixed Income Fund667.9M $as of Jul 31, 2026
Baird Ultra Short Bond Fund266.5M $as of Jun 30, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND253.8M $as of Jul 31, 2026
MFS Income Fund149.8M $as of Jul 31, 2026
Putnam Ultra Short Duration Income Fund148.5M $as of Jul 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF546.5M $as of May 31, 2026
Navigator Tactical Fixed Income Fund244M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND443.6M $as of May 31, 2026
Invesco Ultra Short Duration ETF243.2M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF1039.4M $as of May 31, 2026
Guggenheim Total Return Bond Fund437.9M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND237M $as of Jul 31, 2026
Bridge Builder Core Plus Bond Fund436.4M $as of Jun 30, 2026
Baird Short-Term Bond Fund235.7M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF535.4M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND534.2M $as of Jun 30, 2026
PGIM Short-Term Corporate Bond Fund234.2M $as of Jun 30, 2026
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Titelia. "Fund shareholders of Jefferies Financial Group Inc". https://titelia.com/en/stocks/jefferies-financial-group-inc-US47233W1099